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Founder and CEO,
Strategic Wealth Designers
Matt Dicken is the founder and CEO of Strategic Wealth Designers, a financial services firm working to help both retirees and pre-retirees on the path toward a more confident financial future. He is an Investment Adviser Representative and insurance professional. Dicken is the author of two books and host of the TV show Strategic Wealth with Matt Dicken, which airs on ABC and CBS affiliates. His approach to investing, coupled with his track record of success, has made him a prominent authority on television and at educational and industry events.
From smart income generation to Social Security benefits to taxes, here are three things a solid plan can help every retiree take charge of.
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As much as it might pain you to move out of some hot investments for some less exciting ones, if you're near retirement, that's exactly what you should be doing right now.
Unfortunately, you can't bank on the traditional idea that your tax bill will go down in retirement. So get a plan in place now.
Once your account is dormant, you can no longer use the volatility of the markets to your advantage.